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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
1IA
651
1834 Investment Advisors
Wisconsin
$229K +$12.2K +90 +5%
QWM
652
Quaker Wealth Management
New Jersey
$227K -$25.2K -186 -9%
HSBC Holdings
653
HSBC Holdings
United Kingdom
$227K +$31.4K +232 +14%
TCWA
654
Ten Capital Wealth Advisors
Washington
$226K +$251K +1,856 New
OPW
655
Oxler Private Wealth
New York
$226K +$271K +2,000 New
BWM
656
Benchmark Wealth Management
Connecticut
$223K +$2.44K +18 +1%
CSB
657
City State Bank
Iowa
$222K – – –
RFN
658
Redwood Financial Network
Ohio
$220K -$69.4K -513 -22%
SC
659
Sierra Capital
Florida
$219K -$37.8K -279 -13%
WIM
660
WealthPlan Investment Management
Nebraska
$218K +$213K +1,571 New
CNBT
661
Cornerstone National Bank & Trust
Illinois
$218K +$242K +1,789 New
BPWM
662
Badgley Phelps Wealth Managers
Washington
$213K -$10.7K -79 -4%
D
663
Diversified
Delaware
$213K +$237K +1,750 New
ZF
664
Zhang Financial
Michigan
$212K -$137K -1,010 -37%
BBHC
665
Brown Brothers Harriman & Co
New York
$210K – – –
LTL
666
Lowery Thomas LLC
California
$208K +$231K +1,706 New
HGERS
667
Householder Group Estate & Retirement Specialist
Arizona
$208K +$232K +1,713 New
TIA
668
Tiemann Investment Advisors
California
$206K – – –
MPCL
669
My Personal CFO LLC
Washington
$203K +$45.1K +333 New
VF
670
Virtu Financial
New York
$203K +$226K +1,670 New
SAM
671
Seelaus Asset Management
New Jersey
$201K -$38.9K -287 -15%
CPFP
672
Clear Perspectives Financial Planning
Ohio
$196K -$48.7K -360 -18%
First Manhattan
673
First Manhattan
New York
$194K – – –
OSAM
674
O'Shaughnessy Asset Management
Connecticut
$193K – – –
JFGIW
675
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$190K +$81.8K +604 +66%